Retirement plan

403(B) THRIFT PLAN OF GREEN HEALTHY HOMES INITIATIVE, INC.

Name: GREEN HEALTHY HOMES INITIATIVE, INC. - 403(B) THRIFT PLAN OF GREEN HEALTHY HOMES INITIATIVE, INC. (2020) Form 5500
Creator: GREEN HEALTHY HOMES INITIATIVE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF GREEN HEALTHY HOMES INITIATIVE, INC., GREEN HEALTHY HOMES INITIATIVE, INC.

GREEN HEALTHY HOMES INITIATIVE, INC.EIN 52-1786577Plan #001PY 2020

2714 HUDSON ST - BALTIMORE, MD 212244716410-534-6447greenandhealthyhomes.orgLinkedIn51-200 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+25.2% from 2019

Total participants

-1.9% from 2019

Average account balance

$42,509

+25.2% from 2019

Annual return

20.00%

-2.70 pp from 2019

Benchmarks

See 4,277 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,277 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.62M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$44K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

120.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$394K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.87%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$16983

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$97K

$3468 / participant

Other / not subdivided$97K100.0%

% of EOY assets

4.479%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,509

$52,279-18.7%

$89,414-52.5%

$79,852-46.8%

Participation rate

100.0%

57.5%+42.5pp

68.0%+32.0pp

69.6%+30.4pp

Annual return

20.00%

22.16%-2.2pp

245.50%-225.5pp

31.72%-11.7pp

Employer contribution / active EE

$932

$1,572-40.7%

$2,586-64.0%

$2,471-62.3%

Participant deferral / active EE

$5,724

$2,740+108.9%

$3,890+47.2%

$3,740+53.0%

Admin fee / account holder

$1,904

$3,356-43.3%

$4,883-61.0%

$5,306-64.1%

403(B) THRIFT PLAN OF GREEN HEALTHY HOMES INITIATIVE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF GREEN HEALTHY HOMES INITIATIVE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion